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看了下英文區對天王項目@monad 的討論,觀點普遍看空
代幣經濟學這塊,官方稱 10% 流通,實則接近 49% 解鎖,團隊掌控 38.9% 生態代幣,散戶被迫替 VC 提供流動性,這套路似乎很熟悉
總量 1000 億但隱藏通脹至 1082 億,生態代幣被挪用爲基金會開支,社區分配僅 11%
銷毀機制不明確,透明度不足,FDV 高達 250 億美金,對早期貢獻者不太公平
這就像當年的某些明星項目,包裝得很漂亮,技術創新聲稱多牛逼,但代幣分配一塌糊塗
每波牛市,都有這種讓人又愛又恨的項目,VC 們拿大頭,散戶接盤